FFO
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Fortitude Family Office’s HealthEquity HQY Stock Holding History

Fortitude Family Office’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25K Buy
47
+14
+42% +$1.19K ﹤0.01% 1162
2026
Q1 		$2.76K Buy
33
+11
+50% +$903 ﹤0.01% 1157
2025
Q4 		$2.02K Buy
22
+3
+16% +$287 ﹤0.01% 1173
2025
Q3 		$1.8K Hold
19
– – ﹤0.01% 1275
2025
Q2 		$1.99K Buy
+19
New +$1.8K ﹤0.01% 1198

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fortitude Family Office's HQY Position: Q2 2026 in Review

Fortitude Family Office increased its HealthEquity (HQY) stake by 42% in Q2 2026, buying an estimated $1.19K and bringing the position to 47 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Fortitude Family Office first reported a position in HQY in Q2 2025 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Fortitude Family Office held 47 shares of HealthEquity worth $4.25K as of Q2 2026.
  • Fortitude Family Office bought 14 HealthEquity shares in Q2 2026, an estimated $1.19K.
  • HealthEquity made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1162 holding.
  • Fortitude Family Office first reported a position in HealthEquity in Q2 2025 and has held it in 5 quarters since.
  • 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.